Compare · 4 funds side by side · dividends reinvested

CSD, SPY, IVV and VUG

CSDInvesco×SPYSPDR×IVViShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,191CSD · best of the four

02 / 04

CSD, SPY, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSD 2006 · SPY 1993 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $204M$20,191

CSD

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

CSDMeasureSPY

+30.4%Year to dateJan 1 → Nov 9+11.2%

+37.4%1 yearTotal return+13.5%

+33.4%3 years · per year$10,000 became $23,737 · $18,118+21.9%

+15.1%5 years · per year$10,000 became $20,191 · $17,493+11.8%

0.66%Expense ratio$66 · $9 a year on $10k · lower is better0.09%

0.12%Trailing 12-mo yield$12 · $101 a year on $10k1.01%

−17.6%Worst dropSmaller is better−8.9%

25.7%VolatilityLower is calmer13.7%

CSDSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs SPY: Top 5 Holdings

Today

CSD

38.0%in top 5

SPY

in top 527.8%

CSDStockSPY

9.8%GEHCnot top 5

not top 5AAPL7.9%

7.7%HONAnot top 5

7.4%VYLRnot top 5

not top 5NVDA7.1%

7.0%Qnot top 5

not top 5MSFT6.2%

6.0%GEVnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.9%

End-of-day Nov 9, 2026 · share of each fund

CSD vs SPY Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

CSDSPYFaded: behind in that period

4–0CSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSD vs IVV

YTD

InvescoCSD

+30.4%

IVViShares

+11.3%

+30.4%Year to date+11.3%

−17.6%Worst drop · 1Y−8.9%

25.7%Volatility · 1Y13.8%

0.1%Yield1.1%

$204MAssets$875B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, SPY, IVV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

CSD0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSD, SPY, IVV, VUG

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

VUG0.41%$41

CSD0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSD, SPY, IVV, VUG

Today

99.9%most shared, SPY and IVV

CSDSPYIVVVUG

CSD—0.9%0.9%1.4%

SPY0.9%—99.9%55.1%

IVV0.9%99.9%—55.1%

VUG1.4%55.1%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.4%CSD, at 25.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

CSDWorst drop−17.6%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVCSD

+11.3%Year to date+30.4%

1.1%Yield0.1%

+13.6%Past year+37.4%

0.03%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026